2025-06-18T11:14:55-07:00 2024-12-31 232371615 BEUCLER KELLY & IRWIN LTD 125 STRAFFORD AVE STE 116 WAYNE PA 19087 990PF 2024-01-01 232508658 STRATTON FOUNDATION STRA PO BOX 100 BLUE BELL PA 19422 CAROL BEERS President 2025-06-18 true true DOROTHY A LACY P00317567 6106883200 2024 2025-03-06 01:10:19Z X 21308872 X X 557 557 557 357732 357732 357732 1713862 3953578 1713862 2072151 2072151 358289 3550 3550 134356 52072 134356 82284 29762 29762 9235 9235 9235 176903 52072 176903 91519 1071176 1071176 1248079 52072 176903 1162695 824072 2020079 181386 1032976 738042 738042 8543134 9953325 19644235 812676 500685 926595 10388786 11192052 21308872 0 X 10388786 11192052 10388786 11192052 10388786 11192052 10388786 824072 11212858 20806 11192052 L/T CAPITAL GAIN DISTRIBUTIONS P 2000-01-01 2024-12-31 527213 527213 527213 250 SHS BROADCOM INC P 2016-12-22 2024-03-04 353517 45097 308420 308420 6,000 SHS CONAGRA BRANDS INC P 2018-12-19 2024-03-04 165778 177420 -11642 -11642 200 SHS UNITED RENTALS INC P 2015-04-22 2024-03-04 144672 19164 125508 125508 3,000 SHS GLOBE LIFE INC P 2021-12-02 2024-04-11 267190 263925 3265 3265 15,000 SHS STERLING CAPITAL MDCP RELATV VAL P 2000-01-01 2024-09-17 998980 591197 407783 407783 4,000 SHS THE COCA COLA CO P 2020-08-27 2024-09-17 288406 193665 94741 94741 5,000 SHS STERLING CAPITAL MDCP RELATV VAL P 2020-01-01 2024-09-24 337530 176840 160690 160690 700 SHS UNITED PARCEL SERVICE D 2012-10-18 2024-09-24 90187 51446 38741 38741 800 SHS UNITED PARCEL SERVICE D 2012-10-18 2024-09-24 103071 58796 44275 44275 500 SHS UNITED PARCEL SERVICE P 2018-12-19 2024-09-24 64419 48561 15858 15858 750 SHS VANGUARD ENERGY ETF P 2022-11-14 2024-09-24 94044 98512 -4468 -4468 750 SHS VANGUARD ENERGY ETF P 2022-12-16 2024-09-24 94045 86476 7569 7569 900 SHS AMERICAN TOWER CORP NEW REIT P 2018-02-28 2024-12-20 163702 127003 36699 36699 1,700 SHS PEPSICO INC. P 2024-09-18 2024-12-20 260824 301614 -40790 -40790 1713862 -40790 28079 28079 28079 25800 31200 57000 X 28921 28921 false false false false false false false true true PA true false false false false true www.pembrokephilanthropy.net/clients.html CAROL BEERS 6108963868 PO BOX 100 BLUE BELL PA 19422 false false false false false false false false false false false false false false false false false false false false false false CAROL S BEERS 298 SOUTH ABERDEEN AVENUE WAYNE PA 19087 President 0.00 0 JACOB JENKINS PO BOX 100 BLUE BELL PA 19422 Trustee 0.00 0 SUSAN MCGINNIS 3130 WATER STREET ROAD EAGLEVILLE PA 194034532 Vice President 0.00 0 JEANNE JENKINS 200 SPRING FALLS ROAD MILTON GA 300048411 Vice President 0.00 0 JACKSON BEERS PO BOX 100 BLUE BELL PA 19422 Trustee 0.00 0 NONE NONE 20122051 896693 0 21018744 0 21018744 315281 20703463 1035173 1035173 28079 28079 1007094 1007094 1007094 1162695 1162695 1007094 78542 164292 242834 1162695 0 1007094 155601 398435 0 398435 78542 164292 155601 CAROL BEERS PO BOX 100 BLUE BELL PA 19422 6108963868 WRITTEN REQUEST DESCRIBING NATURE OF PROGRAM NONE NONE CASH GRANTS - SEE ATTACHED SEE ATTACHED SEE ATTACHED PA 19422 N/A SEE ATTACHED 1071176 1071176 14 557 14 357732 18 1713862 2072151 2072151 false false false false false false false false false false BEUCLER KELLY & IRWIN, LTD 3550 0 3550 0 EQUITIES 7840260 16201079 EQUITY MUTUAL FUNDS 2113065 3443156 EXCHANGE TRADED FUNDS AT COST 335450 660600 REITS AT COST 165235 265995 BASIS ADJ ON SALE OF DONATED STOCKS 20806 BANK SERVICE FEES 30 30 30 BOARD MEETING EXPENSES - LUNCH 160 160 160 BOARD MEETING EXPENSES - TRAVEL 1453 1453 1453 D&O INSURANCE 750 750 750 GRANTS MANAGEMENT SOFTWARE LICENSE 5830 5830 5830 MEMBERSHIP DUES 830 830 830 OFFICE SUPPLIES 182 182 182 ADR FEES 8 8 8 0 PEMBROKE PHILANTHROPY SERVICES 82284 0 82284 82284 SCHWAB INVESTMENT ADVISORY FEES 52064 52064 52064 0 IRS - DUE WITH PRIOR YEAR RETURN 3962 3962 IRS - ESTIMATED TAX PAYMENTS 2024 25800 25800